David
Geddes
Snider Financial Group
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About this Advisor
David Geddes is a financial advisor based in Bellevue, Washington, working with Snider Financial Group. David has previously held positions at Lpl Financial and Snider Retirement Strategies, Inc Dba Snider Financial Group. David has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, David is part of Snider Financial Group, which operates out of Bellevue, Washington. The firm has 10 employees and manages assets totaling $315.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Snider Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Snider Financial Group Brokerage Details
$315,808,386
10
955
$330,689
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Geddes Work History
Snider Retirement Strategies, Inc Dba Snider Financial Group
Lpl Financial
Disclosures
Please visit the SEC profile of David Geddes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Snider Financial Group
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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